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Managing Director of Financial Planning

Insights

£26bn in Tax Rises — But Markets Barely Blinked

On Wednesday, Chancellor Rachel Reeve unveiled her new budget for the UK. The headline was that the Budget included around £26 billion of tax increases over the next few years. Whilst there is no big rise in income tax as some people speculated, the government is raising money through lots of smaller changes.

Nvidia Delivers, But Markets Want More

This week, the debate about whether the excitement in artificial intelligence (AI) has run ahead of itself was put to another test. After several strong months for large technology companies, the market started to struggle.

Mind the U-Turn: See it, say it, but don't do it…

The UK government’s autumn budget, scheduled for 26 November, is now being positioned differently after Chancellor Rachel Reeves reportedly abandoned earlier plans to raise headline income-tax rates. Reeves faces a delicate balancing act.

Volatility, investment risk, and the link between risk and return

Volatility is a natural part of investing. It refers to the ups and downs in the value of investments over time. Market uncertainty and fluctuations in asset prices will not disappear anytime soon, so how can we think about understanding the role volatility plays in investments?

Keep calm about credit markets

Credit markets have made the headlines but despite a smattering of defaults, the broader picture remains reassuring.

Trump’s Tariff Trial

The US Supreme Court began hearings this week on whether the Trump-era tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were lawful. While the case has attracted significant political and legal attention, we believe the practical implications for US trade policy and markets are likely to be limited.

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The value of investments and any income from them can fall and you may get back less than you invested.